+1.8%
CMCSA vs CORZ
-41.7%
+43.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -10.4% | +15.4% | +3.9% |
| 7D | +15.2% | -14.9% | +30.1% | +13.7% |
| 30D | +17.0% | -23.1% | +40.1% | +14.7% |
| 3M | +1.2% | -44.1% | +45.3% | -3.4% |
| 6M | -5.5% | -39.5% | +34.0% | -8.0% |
| YTD | -6.5% | -12.4% | +5.8% | -4.8% |
| 1Y | +1.8% | -41.3% | +43.1% | +0.1% |
| All | +1.8% | -41.7% | +43.5% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CORZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling